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Building 2SKA FINANCIAL SERVICES,INC.

Map pinFAIRVIEW PARK, OH
Phone440-734-3200
NotebookSEC #801-123316
Total AUM
$159.1M
Employees
1
Clients
229

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22725 FAIRVIEW CENTER DR #100
FAIRVIEW PARK
OH 44126
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
440-734-3200

ReceiptFinancials

Total AUM
$159.1M
Accounts
598
Discretionary
$159.1M
Accounts
598
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
175
AUM
$45.5M
HNW Individual Clients
42
AUM
$100.6M
Pension/Profit Sharing Plan Clients
2
AUM
$8.4M
Corporation or Business Clients
10
AUM
$4.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHOHTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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